People You Meet during Onboarding
Outline
Onboarding with Insider is more than just a process—it’s a journey. To make sure you get the most out of your experience, you’ll be working with key team members who will guide and support you every step of the way.
Imagine you’re stepping into the world of Insider, and the journey begins with a warm welcome. Your Customer Onboarding Manager is the first person you’ll meet, introducing you to the platform and walking you through each step. They ensure the transition is smooth, taking away any uncertainty.
Next, your Solution Architect steps in, ready to work with you on integrating Insider’s features into your system. They ensure everything is set up correctly and optimize the technical side to help your business thrive. Together, they lay the foundation for success.
As your journey continues, your Account Director keeps things moving, handling contract processes and ensuring all business terms are on track. They serve as your guide for the ongoing relationship with Insider, always looking ahead to new opportunities.
Your Key Contacts During Onboarding:
Customer Onboarding Manager (COM) The Customer Onboarding Manager is your trusted partner during the transition from sales to the Insider platform, InOne. They ensure a seamless process by offering technical expertise, project management, and clear communication, helping you to get started with Insider's services without a hitch.
Solution Architect (SA) The Solution Architect is the technical wizard behind your onboarding experience. They collaborate closely with you to design and implement the perfect technical solutions for your business. They’ll assist with technical integrations such as SDK implementations and API connections, ensuring your system is up to speed and fully optimized.
Account Director (AD) Your Account Director focuses on the long-term relationship between you and Insider. They manage renewals, facilitate contract processes, and work on improving commercial terms. They act as a bridge between the Sales and Customer Success teams, ensuring a smooth transition from the initial setup to ongoing success.